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Investment Management
Asia’s structural tailwinds come into sharper view
Asia-Pacific has been the region most severely impacted by the energy supply shock since the Middle East conflict broke out. Nevertheless, equity markets have outperformed both the US and Europe so far...
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Investment Management
Resilience and divergence: Emerging markets are forging ahead in a new era for investors
As war in the Middle East adds to a series of global supply shocks, emerging markets are showing growing resilience in an increasingly multipolar world.
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Investment Management
Renewable energy could define winners and losers in emerging markets
The energy transition is powering EM, but not all countries and companies will benefit equally.
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